sstyles, Thank you for elaborating on what I glossed over. Do you know if Teva is pursuing further legal action? I assume they will. I think you are spot on in your analysis. The risk for generic companies to launch at scale is high. They could be risking bankruptcy over sales of one drug. I didn't think they will do it either. I hope you and I are right. Sleven,
Very encouraging analysis, and I agree with most of it. Couple thoughts I have are: 1) think Hikma will still launch but not at high volume, they can launch as a min amount just to keep their 6 mos exclusivity; 2) I am less optimistic than you on teva case to be held;!at least their chance getting en banco is better than amrn imo. And I believe that is how street is seeing us. If street share your view, amrn now should be traded at a prior to 3/31 level or even more.
I hope you are right and hope JT will take good advantage of this opportunity and make a reasonable deal.